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Thursday 13 August 2026
Pegatron sees 2026 server growth beat expectations
Pegatron said its server business had posted significant growth in shipments and revenue so far this year, giving it strong confidence that it will meet—and likely exceed—its...
Thursday 13 August 2026
Tencent starts paying for AI in cash, core business is covering the bill
Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...
Thursday 13 August 2026
Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
Thursday 13 August 2026
Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...
Thursday 13 August 2026
Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...
Thursday 13 August 2026
Column: Forecasting the planet, one foundation model at a time

Typhoons and extreme heat have dominated headlines since the summer of 2026, while heavy rain and drought have alternated with increasing...

Thursday 13 August 2026
Alphabet's DeepMind shake-up caps months of AI stumbles
Alphabet's decision to shift day-to-day control of Google DeepMind from Demis Hassabis to his deputy, Koray Kavukcuoglu, was not sudden—it capped a difficult year in which Google...
Thursday 13 August 2026
ITTS reports first-half growth as ERP and AI projects gain traction
Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance...
Thursday 13 August 2026
OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward
Speaking at the OCP APAC Summit 2026, Ayar Labs CEO Mark Wade argued that copper interconnects have become one of the biggest obstacles to realizing the vision of open computing.
Thursday 13 August 2026
Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment
Bijan Nowroozi, Head of Ecosystem Development at Lightmatter, announced at the OCP APAC Summit 2026 that the company has released an infrastructure white paper aimed at building a...
Thursday 13 August 2026
Synopsys pushes into system design as Nvidia, AMD and Broadcom move up the stack
Nvidia, AMD and Broadcom are moving beyond chip-level design into subsystems and complete systems, a shift that is increasing the need to account for thermal, electrical, mechanical...
Thursday 13 August 2026
Nvidia's compute financing push signals a new phase for AI spending
Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute. By bringing major Wall Street firms...
Thursday 13 August 2026
Taiwan manufacturers call for faster nuclear restart to keep pace with AI, chip growth

The Chinese National Federation of Industries (CNFI), a major industrial and manufacturing association in Taiwan, called for the government...

Thursday 13 August 2026
OCP APAC 2026: Intel sees agentic AI shifting bottlenecks toward CPUs, memory
Intel sees agentic AI changing the balance of AI servers, as CPU orchestration, memory capacity and data movement emerge as performance constraints even when more GPU capacity is a...
Thursday 13 August 2026
Can diamond rewrite the rules of AI chip cooling? Wiwynn is putting it to the test
As AI processors become more powerful, one of the industry's most stubborn constraints is becoming increasingly physical: there is only so much heat conventional materials can move...